OMB No. 1545-0074
Form 8606                                               Nondeductible IRAs

Department of the Treasury           ▶ Go to www.irs.gov/Form8606 for instructions and the latest information.                       Attachment  2021
Internal Revenue Service (99)                 ▶ Attach to 2021 Form 1040, 1040-SR, or 1040-NR.                                       Sequence No. 48
Name. If married, file a separate form for each spouse required to file 2021 Form 8606. See instructions.                       Your social security number 
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                                 Home address (number and street, or P.O. box if mail is not delivered to your home)                 Apt. no.
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Only if You Are                  City, town or post office, state, and ZIP code. If you have a foreign address, also complete the spaces below (see instructions). 
Filing This Form by 
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Your Tax Return                  Foreign country name                   Foreign province/state/county                           Foreign postal code

Part I        Nondeductible Contributions to Traditional IRAs and Distributions From Traditional, SEP, and SIMPLE IRAs
              Complete this part only if one or more of the following apply.
              • You made nondeductible contributions to a traditional IRA for 2021. 
              • You took distributions from a traditional, SEP, or SIMPLE IRA in 2021 and you made nondeductible contributions to a 
              traditional IRA in 2021 or an earlier year. For this purpose, a distribution does not include a rollover (other than a 
              repayment of a qualified disaster distribution (see 2021 Forms 8915-D and 8915-F)), qualified charitable distribution, 
              one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. 
              • You converted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2021 and you made 
              nondeductible contributions to a traditional IRA in 2021 or an earlier year.
1    Enter your nondeductible contributions to traditional IRAs for 2021, including those made for 2021 
     from January 1, 2022, through April 18, 2022. See instructions  .      .      . .                    . . .  .   . . . .    . 1
2    Enter your total basis in traditional IRAs. See instructions .     . . .      . .                    . . .  .   . . . .    . 2
3    Add lines 1 and 2           . . . .  . . .       . . .  . .  .   . . . .      . .                    . . .  .   . . . .    . 3
     In 2021, did you take a distribution                 No          ▶ Enter the amount from line 3 on line 14. 
     from traditional, SEP, or SIMPLE IRAs,                             Do not complete the rest of Part I.
     or make a Roth IRA conversion?                     Yes           ▶ Go to line 4.
4    Enter those contributions included on line 1 that were made from January 1, 2022, through April 18, 2022                     4
5    Subtract line 4 from line 3       .  . . .       . . .  . .  .   . . . .      . .                    . . .  .   . . . .    . 5
6    Enter the value of all your traditional, SEP, and SIMPLE IRAs as of December 
     31, 2021, plus any outstanding rollovers. Subtract any repayments of qualified 
     disaster distributions (see 2021 Forms 8915-D and 8915-F)  .         . .      . .                    .   6
7    Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2021. Do not 
     include rollovers (other than repayments of qualified disaster distributions (see 
     2021 Forms 8915-D and 8915-F)), qualified charitable distributions, a one-time 
     distribution  to  fund  an  HSA,  conversions  to  a  Roth  IRA,  certain  returned 
     contributions,  or  recharacterizations  of  traditional  IRA  contributions  (see 
     instructions)  .          . . . . .  . . .       . . .  . .  .   . . . .      . .                    .   7
8    Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to 
     Roth IRAs in 2021. Also, enter this amount on line 16 .      .   . . . .      . .                    .   8
9    Add lines 6, 7, and 8 .         . .  . . .       . . .  . .      9
10   Divide  line  5  by  line  9.  Enter  the  result  as  a  decimal  rounded  to  at  least  3
     places. If the result is 1.000 or more, enter “1.000”  .     .   . . . .      . .                    .   10       × .
11   Multiply  line  8  by  line  10.  This  is  the  nontaxable  portion  of  the  amount  you
     converted to Roth IRAs. Also, enter this amount on line 17 .       . . .      . .                    .   11
12   Multiply line 7 by line 10. This is the nontaxable portion of your distributions
     that you did not convert to a Roth IRA           . . .  . .  .   . . . .      . .                    .   12
13   Add lines 11 and 12. This is the nontaxable portion of all your distributions                        . . .  .   . . . .    . 13
14   Subtract line 13 from line 3. This is your total basis in traditional IRAs for 2021 and earlier years                      . 14
15 a Subtract line 12 from line 7 .       . . .       . . .  . .  .   . . . .      . .                    . . .  .   . . . .    . 15a
b    Enter the amount on line 15a attributable to qualified disaster distributions from 2021 Forms 8915-D 
     and 8915-F (see instructions). Also, enter this amount on 2021 Form 8915-D, line 23;                            or 2021 Form
     8915-F, line 18, as applicable .       . .       . . .  . .  .   . . . .      . .                    . . .  .   . . . .    . 15b
c  Taxable amount. Subtract line 15b from line 15a. If more than zero, also include this amount on 2021 
     Form 1040, 1040-SR,  or1040-NR, line 4b  .           .  . .  .   . . . .      . .                    . . .  .   . . . .    . 15c
     Note: You may be subject to an additional 10% tax on the amount on line 15c if you were under age 
     59½ at the time of the distribution. See instructions.
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions.                                  Cat. No. 63966F      Form 8606 (2021) 

Form 8606 (2021)                                                                                                                 Page 2 
Part II  2021 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs
         Complete this part if you converted part or all of your traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2021.
16   If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount you converted
     from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2021              . . . . . . . .    .   . .   . .       16
17   If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on
     line 16 (see instructions) .   .       .    . . . . . . . .  .         . . . . . . . . .    .   . .   . .       17
18   Taxable amount.        Subtract line 17 from line 16. If more than zero, also include this amount on 2021 
     Form 1040, 1040-SR, or 1040-NR, line 4b  .          . . . .  .         . . . . . . . . .    .   . .   . .       18
Part III Distributions From Roth IRAs
         Complete this part only if you took a distribution from a Roth IRA in 2021. For this purpose, a distribution does not include 
         a  rollover  (other  than  a  repayment  of  a  qualified  disaster  distribution  (see  2021  Forms  8915-D  and  8915-F)),  qualified 
         charitable  distribution,  one-time  distribution  to  fund  an  HSA,  recharacterization,  or  return  of  certain  contributions  (see 
         instructions).
19   Enter your total nonqualified distributions from Roth IRAs in 2021, including any qualified first-time
     homebuyer  distributions,  and  any  qualified  disaster  distributions  (see  instructions).  Also,  see  2021 
     Forms 8915-D and 8915-F  .             .    . . . . . . . .  .         . . . . . . . . .    .   . .   . .       19
20   Qualified first-time homebuyer expenses (see instructions).    Do not enter more than $10,000 reduced
     by the total of all your prior qualified first-time homebuyer distributions    . . . . .    .   . .   . .       20
21   Subtract line 20 from line 19. If zero or less, enter -0-  . .         . . . . . . . . .    .   . .   . .       21
22   Enter your basis in Roth IRA contributions (see instructions). If line 21 is zero, stop here .  . .   . .       22
23   Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 25. If more than zero, you
     may be subject to an additional tax (see instructions)    .  .         . . . . . . . . .    .   . .   . .       23
24   Enter your basis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from qualified 
     retirement plans to a Roth IRA. See instructions .      . .  .         . . . . . . . . .    .   . .   . .       24
25 a Subtract line 24 from line 23. If zero or less, enter -0- and skip lines 25b and 25c . .    .   . .   . .       25a
b    Enter the amount on line 25a attributable to qualified disaster distributions from 2021 Forms 8915-D 
     and 8915-F (see instructions). Also, enter this amount on 2021 Form 8915-D, line 24;        or 2021 Form
     8915-F, line 19, as applicable .            . . . . . . . .  .         . . . . . . . . .    .   . .   . .       25b
c  Taxable amount. Subtract line 25b from line 25a. If more than zero, also include this amount on 2021 
     Form 1040, 1040-SR,  or1040-NR, line 4b .           . . . .  .         . . . . . . . . .    .   . .   . .       25c
Sign Here Only if You       Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and 
                            belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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                                                                                                                            Form 8606 (2021)